Institutional Ownership Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL). We have compiled data on the 6,380 institutions that hold shares in the stock, with a total of 9.1 Billion shares, which have been reported (via 13F filing form) to have a value of $1.9 Trillion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
121,295
shares
|
$25.3 Million
4.69% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
121,211
shares
|
$25.3 Million
2.22% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
121,068
shares
|
$25.3 Million
5.61% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
120,968
shares
|
$25.2 Million
9.96% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Vontobel Asset Management Inc
New York, NY |
May 15, 2024 Q1 2024 |
120,938
shares
|
$25.2 Million
0.13% of portfolio
|
Q1 2024
Reduced 25.6%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
120,834
shares
|
$25.2 Million
9.49% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
120,795
shares
|
$25.2 Million
1.92% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
120,606
shares
|
$25.2 Million
5.92% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
120,525
shares
|
$25.1 Million
2.8% of portfolio
|
Q1 2024
New holding
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
120,412
shares
|
$25.1 Million
6.12% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
120,395
shares
|
$25.1 Million
3.21% of portfolio
|
Q1 2025
Added 17.58%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
120,273
shares
|
$25.1 Million
7.66% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
120,094
shares
|
$25.1 Million
3.95% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
120,000
shares
|
$25 Million
1.66% of portfolio
|
Q3 2022
Reduced 7.69%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
119,888
shares
|
$25 Million
0.75% of portfolio
|
Q1 2025
Added 95.39%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
119,637
shares
|
$25 Million
0.13% of portfolio
|
Q4 2022
Added 25.52%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
119,610
shares
|
$25 Million
1.15% of portfolio
|
Q1 2025
Reduced 29.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
119,578
shares
|
$24.9 Million
2.07% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
119,367
shares
|
$24.9 Million
1.2% of portfolio
|
Q1 2025
Reduced 33.4%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
119,301
shares
|
$24.9 Million
4.09% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Claret Asset Management Corp
|
May 13, 2025 Q1 2025 |
119,254
shares
|
$24.9 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
119,082
shares
|
$24.8 Million
3.27% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
118,933
shares
|
$24.8 Million
0.6% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
118,706
shares
|
$24.8 Million
3.99% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
118,424
shares
|
$24.7 Million
1.77% of portfolio
|
Q3 2021
Added 4.94%
|